The recent severe global market sell-off has stemmed from a number of legitimate investor concerns.
Barings' Agnes Deng is increasing exposure to Chinese banks within the £2.5bn Hong Kong China fund as valuations fall to levels last seen during the banking crisis.
Invesco's chief international economist John Greenwood said Chinese inflation is set to remain in the 4% to 6% range unless the authorities move to tighten policy.
‘Comforting' economic fundamentals and cheap valuations spur Emerging Markets manager to increase China weighting.
Henderson is to close the offshore version of Charlie Awdry's China Opportunities fund following a redemption from a significant shareholder.
Alex Ingham has left Aviva Investors to join Lazard Asset Management where he will launch a small-cap emerging markets fund for retail investors.
First State Investments has made a move into the onshore fixed income space with the launch of a London-based emerging markets team, led by ex-F&C manager Helene Williamson.
This week's panel discusses the key themes currently affecting global emerging markets